Reading Room

Take a look at our most recent Market Review...

6.30.2018

 Well, second quarter looked very different from first quarter. In 2Q the domestic stock market was positive, emerging markets saw a sharp decline as did global bonds, and the dollar strengthened. There was a continued small decline in the developed markets, oil further appreciated and domestic bonds experienced additional downward pressure from rising rates.

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 Capital Market Review as of June 30, 2018

 


 

Articles and reports that you might find interesting...

 

 

Publications:

Succession Planning -  Portland Business Journal published May 18, 2018

 

Market Updates:

Capital Market Review as of June 30, 2018

Capital Market Review as of March 31, 2018

2018 Global Market Outlook - posted January 25, 2018

Capital Market Review as of December 31, 2017

Capital Market Review as of September 30, 2017

Capital Market Review as of June 30, 2017

Capital Market Review as of March 31, 2017

What If Scenarios 2017

Capital Market Review as of December 31, 2016

 

Education:

Estate Planning For Those Turning 18 - posted July 10, 2018

Tax Cuts & Jobs Act - posted January 19, 2018

Year-End Gifting - posted November 21, 2017

Cyber Security - posted November 10, 2017

Is it time to reconsider long/short equity?

2017 Key Tax Numbers Summary